+402.8%
VUG vs VEU
+149.9%
+253.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.9% | -0.9% |
| 7D | +2.5% | +2.1% | +0.4% | +0.4% |
| 30D | -6.3% | -0.9% | -5.4% | -5.3% |
| 3M | -6.0% | -5.4% | -0.7% | -0.6% |
| 6M | -3.5% | -1.8% | -1.8% | -1.9% |
| YTD | +3.9% | +10.9% | -7.0% | -7.2% |
| 1Y | +5.1% | +13.6% | -8.5% | -8.4% |
| 3Y | +77.9% | +69.3% | +8.6% | +2.6% |
| 5Y | +62.4% | +48.1% | +14.3% | +7.8% |
| All | +402.8% | +149.9% | +253.0% | +115.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VEU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling